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Latest New Perspectives, Inc Stock Portfolio

New Perspectives, Inc Performance:
2026 Q1: -1.51%YTD: -1.51%2025: 13.53%
Performance for 2026 Q1 is -1.51%, and YTD is -1.51%, and 2025 is 13.53%.

About New Perspectives, Inc and 13F Hedge Fund Stock Holdings

On 2026-04-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, New Perspectives, Inc reported an equity portfolio of $288.8 Millions as of 31 Mar, 2026.

The top stock holdings of New Perspectives, Inc are , BIL, IBCE. The fund has invested 25.1% of it's portfolio in NORTHERN LTS FD TR II and 19.4% of portfolio in SPDR SERIES TRUST.

They significantly reduced their stock positions in SPDR INDEX SHS FDS (CWI), ISHARES TR (IJR) and WISDOMTREE TR (AGZD). New Perspectives, Inc opened new stock positions in JOHNSON & JOHNSON (JNJ) and COSTCO WHOLESALE CORPORATION (COST). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCH TRADED FD TR II (BAB), DIREXION SHARES ETF TRUST (DRN) and ISHARES TR (IBCE).

New Perspectives, Inc Annual Return Estimates Vs S&P 500

Our best estimate is that New Perspectives, Inc made a return of -1.51% in the last quarter. In trailing 12 months, it's portfolio return was 15.65%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
johnson & johnson218,363
costco wholesale corporation207,257
New stocks bought by New Perspectives, Inc

Additions

Ticker% Inc.
invesco exch traded fd tr ii16.24
direxion shares etf trust8.77
ishares tr3.71
ishares tr3.7
spdr series trust3.46
northern lts fd tr ii3.15
nvidia corporation1.14
abbvie inc0.39
Additions to existing portfolio by New Perspectives, Inc

Reductions

Ticker% Reduced
spdr index shs fds-13.69
ishares tr-5.96
wisdomtree tr-4.63
vanguard intl equity index f-3.58
vanguard world fd-3.4
schwab strategic tr-3.06
vanguard specialized funds-1.49
invesco qqq tr-1.35
New Perspectives, Inc reduced stake in above stock

Sold off

None of the stocks were completely sold off by New Perspectives, Inc

Sector Distribution

New Perspectives, Inc has about 96.5% of it's holdings in Others sector.

Sector%
Others96.5
Technology1.4

Market Cap. Distribution

New Perspectives, Inc has about 3.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED96.5
MEGA-CAP2.2
LARGE-CAP1.3

Stocks belong to which Index?

About 3.3% of the stocks held by New Perspectives, Inc either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others96.7
S&P 5003.3
Top 5 Winners (%)%
CVX
chevron corporation
35.6 %
AEP
american elec pwr co inc
13.7 %
LNT
alliant energy corp
10.4 %
GLDM
world gold tr
8.6 %
AMGN
amgen inc
7.5 %
Top 5 Winners ($)$
GLDM
world gold tr
1.2 M
BIL
spdr series trust
0.4 M
IBCE
ishares tr
0.3 M
CVX
chevron corporation
0.1 M
IJR
ishares tr
0.1 M
Top 5 Losers (%)%
MSFT
microsoft corp
-23.4 %
ADSK
autodesk inc
-19.1 %
DRN
direxion shares etf trust
-15.6 %
LLY
eli lilly & co
-14.4 %
VB
vanguard index fds
-10.5 %
Top 5 Losers ($)$
BIL
spdr series trust
-2.7 M
QQQ
invesco qqq tr
-1.7 M
northern lts fd tr ii
-0.7 M
BAB
invesco exch traded fd tr ii
-0.4 M
AAPL
apple inc
-0.2 M

New Perspectives, Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of New Perspectives, Inc

New Perspectives, Inc has 44 stocks in it's portfolio. About 92.8% of the portfolio is in top 10 stocks. BIL proved to be the most loss making stock for the portfolio. GLDM was the most profitable stock for New Perspectives, Inc last quarter.

Last Reported on: 21 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions